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How do I share documents with a guest?

How to unlock the Guest Portal in Tripleseat by sending a document to a guest

Step 1:

Navigate to the booking where you'd like to share a document from.

Step 2:

Navigate to "Booking Docs".

Screenshot 2023-11-21 at 11.29.32 AM

Step 3:

Click "Share" next to the document you want to share.

Screenshot 2023-11-21 at 11.29.56 AM

Step 4:

Tripleseat will automatically select the booking's contact to send this form to. Add any staff members you'd like to be notified, and click "Next".

Screenshot 2023-11-21 at 11.30.18 AM

Step 5:

Select the email template and document you would like to share with the guest.

Screenshot 2023-11-21 at 11.30.26 AM

Step 6:

Review the email and attached document. Make any changes you'd like to the body of the email, and click "Send" when you are ready to share this document.

Screenshot 2023-11-21 at 11.35.18 AM

Step 7:

The guest will be able to review this document in their Guest Portal.

Screenshot 2023-11-21 at 11.35.27 AM

Step 8:

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